Panoramic Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
1,250
-131
| -9% | -$32.5K | 0.19% | 90 |
|
|
2025
Q1 | $365K | Buy |
1,381
+5
| +0.4% | +$1.32K | 0.25% | 79 |
|
|
2024
Q4 | $349K | Sell |
1,376
-30
| -2% | -$7.61K | 0.23% | 78 |
|
|
2024
Q3 | $397K | Buy |
+1,406
| New | +$397K | 0.27% | 79 |
|
|
2024
Q1 | $379K | Buy |
1,401
+69
| +5% | +$18.7K | 0.28% | 73 |
|
|
2023
Q4 | $334K | Buy |
1,332
+10
| +0.8% | +$2.51K | 0.29% | 69 |
|
|
2023
Q3 | $311K | Buy |
+1,322
| New | +$311K | 0.29% | 71 |
|
|
2022
Q4 | $347K | Buy |
+1,400
| New | +$347K | 0.36% | 62 |
|